7 Ways HNWIs Sabotage Their Own Backup Plans – Part II
Making the purchase of a CBI the first step in planning your financial future is like making a visit to Home Depot the first step in planning your dream home, writes David Lesperance.
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wealth planning
Citizenship and Wealth Advisors: What Each Needs to Know About the Other to Help Their HNWI Clients
Many low tax jurisdictions also offer CIP and residency programs, and the overlap between the two previously distinct industries is now nearly complete.
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Wealth Planning and CBI Are Separate Worlds, But This is About to Change
Changes in international taxation and the new economic substance rules offer unique advantages for some Caribbean and European CIPs, writes Carlyle Rogers.
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